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The Work Type Funds Transfer feature allows you to make cost adjustments to CE line items. To use this functionality, you need to enable the Work Type Funds Transfer feature and the CE must be billed.

This feature can be used to adjust costs or if you need an external line item to behave like an internal or vice versa. If you change an internal line item to behave as an external line item, the changed line item will display the Create PO and Request for Quote icons. This will allow you to order this item from your supplier. If a line item is external and you change it to internal, the create PO and Request for Quote icons will not be available.  


Below are steps to show you how to:

Step-by-step guide


Changing an internal line item to an external line item


  1. Navigate to the CE you want to adjust.

    Please note that the CE must be billed to be able to perform cost adjustments.

  2. Click the Shortcut menu button and select Worktype Fund Adjustment.



    The Worktype Funds Transfer Wizard dialog appears with all CE line items. 

    From this dialog, you will be able to change a line item from either internal or external, and adjust the costs.

    In this example, the Design Work type is to be changed to an external line item.

  3. Click the drop down arrow in the Change to column, and select External.



  4. Enter a value in the Amount to Adjust field.

    Please note that in the Amount to Adjust column you can enter a positive or negative value to affect the line item.

    A positive value increases costs.

    A negative value decreases costs.




  5. Click the Next button.



    The dialog only shows the line item that was adjusted.

  6. Click the Finish button to complete the process.



  7. Click the Close button. 

    A green check mark next to the line means that the process was successful.

    A red X mark next to line means that the process was unsuccessful. If you hover over the X mark you will be able to view details of the issue.




    A Cost, in this example R 200, is added to the CE line item.

    Notice that the line item now displays the Create PO and Create a Request for Quote icons.





Adjusting the cost of an external line item

  1. Navigate to the CE you want to adjust.

  2. Click the Shortcut menu button and select Worktype Fund Adjustment.



    The Worktype Funds Transfer Wizard dialog appears with all CE line items. 

    From this dialog, you will be able to change a line item from either internal or external, and adjust the related costs.

  3. Enter the value in the Amount to Adjust column.

    In this example, 3000 was entered against the Casting Director line item.

    Please note that in the Amount to Adjust column you can enter a positive or negative value to affect the line item.

    A positive value increases costs.

    A negative value decreases costs.


  4. Click the Next button.


    The dialog only shows the line item that was adjusted.

  5. Click the Finish button to complete the process.



  6. Click the Close button. 

    A green check mark next to the line means that the process was successful.

    A red X mark next to line means that the process was unsuccessful. If you hover over the X mark you will be able to view details of the issue.



  7. Click the Close button.

    The Cost, Margin and Amount columns for this line item will be affected.








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